Preeti Sharma

About Preeti Sharma

Senior finance leader with 18+ years of experience partnering with executive teams to drive strategic finance, M&A, and finance operations transformation across SaaS, education, and knowledge-based organizations.I specialize in building disciplined, insight-driven finance functions that support growth, margin expansion, and long-term sustainability. My work spans FP & A, deal strategy, product profitability, operating model design, and large-scale transformation— integrating acquisitions, modernizing reporting, and delivering sustained margin improvement through data-driven decision-making and AI-enabled insights.My professional journey began as an entrepreneur in Delhi, India, where I founded one of the region’s early rehab centers. With a small loan and a big vision, I learned firsthand the fundamentals of building a business—customer trust, financial discipline, vendor negotiation, and team leadership. The business became profitable within two years and was later exited at a 10x valuation.That experience sparked a lifelong focus on finance and strategy. I pursued an MBA, followed by work in U.S. telecom equity research supporting Deutsche Bank, where I strengthened my analytical rigor and global perspective. After relocating to the U.S, I completed CFA Levels I & II while taking a deliberate career pause to raise my family and explore early-stage business ventures—experiences that reinforced resilience and adaptability.I later re-entered corporate leadership at Macmillan Learning, progressing from Financial Analyst to Senior Director of Finance. Over six years, I supported seven acquisitions, implemented enterprise systems including SAP, led SaaS and physical product portfolios, and delivered material cost and process improvements.In 2019, I joined John Wiley & Sons to help scale and modernize global finance operations. My work has included supporting EdTech and Research acquisitions, establishing cross-functional Deal Desk frameworks, and leading product-level profitability initiatives that delivered a 5% margin improvement in year one, with continued upside.Currently, advising small businesses on cash optimization, profit-first decisions, and funding growth without repeated capital infusions. Open to right full-time role in corporate or PE-backed environments.Outside of work, I serve on the board of our township soccer club and the PTA executive committee, continuing my commitment to community leadership. I’m also a lifelong learner who values balance and creativity—whether through travel, painting, or tackling the next challenge.

Experience

1. Sr Director Finance

   Wiley

   Jul 2022 — Present · US

   Strategic Finance partner for newly carved business unit in Scholarly Partnerships. Driving business deals design, setting up governance policies, Budgeting and planning for growth and enabling the execution and delivery of projects. New business segments are challenging especially when built as a portfolio of acquisitions and in-house legacy products & services. My philosophy is amidst the challenges are great opportunities for learning and thus i took this role which evolves by the day.

Education

• Institute of Management Technology, Ghaziabad

  Masters in Business Administration (MBA), Finance

  2002 — 2005

• Delhi University

  Bachelors in Science, Occupational Therapy/Therapist

  1994 — 1998